Succession of John Wallace Frabbiele

CourtSupreme Court of Louisiana
DecidedDecember 13, 2024
Docket2024-CC-00091
StatusPublished

This text of Succession of John Wallace Frabbiele (Succession of John Wallace Frabbiele) is published on Counsel Stack Legal Research, covering Supreme Court of Louisiana primary law. Counsel Stack provides free access to over 12 million legal documents including statutes, case law, regulations, and constitutions.

Bluebook
Succession of John Wallace Frabbiele, (La. 2024).

Opinion

FOR IMMEDIATE NEWS RELEASE NEWS RELEASE #057

FROM: CLERK OF SUPREME COURT OF LOUISIANA

The Opinions handed down on the 13th day of December, 2024 are as follows:

BY Knoll, J.:

2024-CC-00091 SUCCESSION OF JOHN WALLACE FRABBIELE (Parish of St. John the Baptist)

REVERSED. SEE OPINION.

Weimer, C.J., additionally concurs and assigns reasons and concurs in the reasons assigned by Justice Griffin.

Hughes, J., dissents for the reasons assigned by Justice Crain and additionally assigns reasons.

Crain, J., dissents and assigns reasons.

McCallum, J., dissents for the reasons assigned by Justice Crain.

Griffin, J., additionally concurs and assigns reasons. SUPREME COURT OF LOUISIANA

No. 2024-CC-00091

SUCCESSION OF JOHN WALLACE FRABBIELE

On Supervisory Writ to the 40th Judicial District Court, Parish of St. John the Baptist

KNOLL, Justice Pro Tempore*

This writ raises the issue of whether a notarial will satisfies the “shall sign his

name” requirement set forth in La. C.C. art. 1577(1). The testator placed his initials

on the first two pages of his three-page testament; he signed his name, however, only

on the last page after the attestation clause. The trial court determined the notarial

will was valid, finding the testator had sufficiently signed all three pages of his will

pursuant to Article 1577; the appellate court denied writs.

We granted this writ application to consider whether the lower courts erred in

finding the testament satisfied the mandatory signature requirements of Article

1577(1), which expressly mandates the testator “shall sign his name at the end of the

testament and on each other separate page.” Applying the statute’s mandatory

language, we find the testator’s initials alone, on each other separate page,

contravene and fail to satisfy the Article 1577(1) signing requirements. A testator’s

failure to sign his name on each page of the notarial testament is a material deviation

rendering the will invalid. For the following reasons, we reverse the lower courts,

finding the testament an absolute nullity.

FACTS AND PROCEDURAL HISTORY

In 2008, John Wallace Frabbiele executed a three-page document purporting

to be his last will and testament. In the testament, John bequeathed the disposable

* Justice Jeannette Theriot Knoll, retired, appointed Justice Pro Tempore, sitting for the vacancy in Louisiana Supreme Court District 3. portion of his estate to his third wife, Barbara Ann Nash Frabbiele, and the forced

portion to his son Anthony subject to Barbara’s usufruct. The instrument was

executed before two witnesses and a notary public. The attestation clause at the end

of the will employed the language supplied by Article 1577(2).1

John died in 2021. Barbara opened his succession by filing the original will

with a petition, seeking an ex parte order probating the testament and appointing her

executrix of John’s estate. Acting on the petition, the trial court signed an ex parte

order recognizing the will as John’s “Notarial Last Will and Testament,” ordering it

to be executed, and declaring “this Order shall have the effect of Probate.”

On the same day, an opposition to the petition to probate was filed by John’s

seven adult children, all from his first marriage: Lisa Beth Frabbiele, Janine F.

DeSoto, Michele F. Beck, Patty Rene Frabbiele, Teresa F. Lawson, Rebecca F.

Perry, and Anthony Frabbiele. The opposition alleged the will was defective because

“[t]he first and second pages only bear what appears to be the initials of Decedent.”

These “markings,” according to the opposition, do not comply with La. C.C. art.

1577(1), which provides the testator “shall sign his name” at the end of the testament

and on each other separate page.

The matter proceeded to a contradictory hearing where the only evidence

presented was the will. No witnesses testified, and no other documents were

introduced. Ruling from the bench, the trial court found the will substantially

complied with Article 1577. In written reasons, the trial court explained:

Initialing the testament on page one and two did not create any ambiguity, in fact it strengthen[ed] the ability to compare the varied marks of the testator to increase security of the testament. […]

1 La. C.C. art. 1577(2) reads: (2) In the presence of the testator and each other, the notary and the witnesses shall sign the following declaration, or one substantially similar: “In our presence the testator has declared or signified that this instrument is his testament and has signed it at the end and on each other separate page, and in the presence of the testator and each other we have hereunto subscribed our names this ___ day of ________, _____.”

2 [A] person’s signature exist[s] in a situational manner and may not be precisely consistent. [The opponents] never introduced any information [or] testimony . . . that the mark placed on the other pages were not a valid signature or mark, as a signature or mark represents and are dictated in style and substance by the maker.

The trial court’s written judgment expressly found the will substantially

complied with Article 1577, and ordered it probated. A writ application to the court

of appeal was denied, with one judge dissenting. See Succession of Frabbiele, 23-

527 (La. App. 5 Cir. 12/20/23) (J. Schlegel, dissenting). In denying the writ, the

appellate court stated: “[u]pon de novo review, we cannot conclude that the trial

court erred in finding that the decedent’s notarial will substantially complied with

La. C.C. art. 1577, and ordering the will to be probated.”

We granted a writ of certiorari, Succession of Frabbiele, 24-0091 (La. 4/3/24),

382 So. 3d 104, to determine if the testator’s initials on “each other separate page”

rather than his signature satisfy the mandatory language of Article 1577(1) when the

testator’s signed name appears only on the last page of the testament, after the

attestation clause. We find the testator’s initials, rather than his signed name, are a

material deviation from the Article. The testator’s signature after the attestation

clause cannot cure this material defect; thus, the will is invalid.

LAW AND DISCUSSION

The sole issue before this Court is whether the testator’s initials comport with

the Civil Code formalities prescribed for the execution of a notarial will under La.

C.C. art. 1577.

As noted, the first two pages of the will bear the testator’s initials in cursive,

and the last page his full signature. For illustrative purposes, the last page of the will

contains the following cursive inscription on a line above the testator’s typed, full

legal name below the attestation clause:

3 The following cursive inscriptions are on the bottom of pages one and two,

respectively; unlike the signature on the last page, they appear without the testator’s

typed legal name below them:

A cursory glance of the foregoing reflects a clear distinction between the

testator’s initials and his full signature. In light of this, our only task is to determine,

for purposes of Article 1577(1), whether initials and signatures are equivalent. This

is a simple matter of statutory application; interpretation is unnecessary. However,

policy considerations inherent in the mandatory language of Article 1577 are raised

for our consideration.

The notarial will is the codal successor of the statutory will. Its minimal formal

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